Director, Supervising Portfolio Manager & Overlay Management
Director, Supervising Portfolio Manager & Overlay Management
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Job Description
Job Summary
As a Portfolio Manager you will support the strategic development and day-to-day management of Manulife Wealths fee-based programs especially in our Advisor Managed Programs and Unified Managed Accounts. The team member works closely with rest of the Investment Product Research and Investment Program team members and plays a lead role in trading our centrally managed accounts. In the role you will collaborate with several internal teams including Operations Advisor Support Legal Compliance Marketing and others to support the daily management and regular deliverables of the fee-based programs.
Additionally the role will serve as a licensed Supervising Portfolio Manager and support our lead supervising Portfolio Manager overseeing advisors managing client assets in Canada and the United States for Manulife Wealth & Manulife John Hancock Private Wealth to ensure accounts are managed according to the established program framework to drive an exceptional advisor and client experience.
Overall the role will require you to be a fee-based program champion for internal stakeholders and advisors/assistants supporting daily trading activities and helping drive the strategic development of the programs.
Responsibilities include:
- Support day-to-day management of fee-based programs including unified managed accounts and portfolio management activities for our advisors with clients in Canada and the US.
- Initiate trades in centrally managed accounts in response to sub-advisor trade recommendations client cash flow requests and any other managed account overlay activities
- Monitor orders for centrally managed accounts for timely and accurate execution
- Work with the Trade Desk to investigate and correct trading errors involving centrally traded accounts
- Train new users on the portfolio management system and help users with modelling and trading questions and maintain relationship with our Envestnet partners to stay informed on platform initiatives and the roadmap
- Review and approve model portfolios submitted by Associate PMs suggesting changes or improvements where necessary
- Review and approve Investment Policy Statements submitted by Associate PMs suggesting changes or improvements where necessary
- Suggest any necessary program enhancements because of engagement with advisors in the Advisor Managed Program
- Partner with key departments to develop new advisor-facing content that will support our product development goals including user guides policies & procedures videos e-learning content videoconferencing calls and more
- Support advisors by resolving complex issue escalations and identify opportunities to increase program adoption through various advisor engagements
- Proactively identify and engage with internal stakeholders on program enhancements and process improvement ideas based on advisor feedback
- Lead the production of program value-add/thought leadership content collateral
- Maintain the programs policies and procedures documentation
Role requirements include:
- 10 years of experience with fee-based programs and/or managed accounts strongly preferred
- Familiarity with equity and fixed income trading is a plus
- Excellent written and verbal communication skills
- Ability to thrive in a fast-paced environment
- Ability to create and deliver professional presentations internally and externally and answer routine and complex questions
- Strong personal initiative and interpersonal skills
- General technical proficiency with a focus on core business applications such as Microsoft Office Dataphile and Portfolio Management Tools
Education
- University degree in business finance math statistics or a related area preferred
- Completion of the Canadian Securities Course and Conduct and Practices Handbook Course preferred
- Completion of the Trader Training Course would be an asset
- CIM or CFA designation would be an asset
When you join our team:
- Well empower you to learn and grow the career you want.
- Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team well support you in shaping the future you want to see
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit is an Equal Opportunity Employer
At Manulife/John Hancock we embrace our diversity. We strive to attract develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment retention advancement and compensation and we administer all of our practices and programs without discrimination on the basis of race ancestry place of origin colour ethnic origin citizenship religion or religious beliefs creed sex (including pregnancy and pregnancy-related conditions) sexual orientation genetic characteristics veteran status gender identity gender expression age marital status family status disability or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process contact .
Referenced Salary Location
Oakville OntarioWorking Arrangement
Salary range is expected to be between
$105750.00 CAD - $190350.00 CADIf you are applying for this role outside of the primary location please contact for the salary range for your location. The actual salary will vary depending on local market conditions geography and relevant job-related factors such as knowledge skills qualifications experience and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Manulife offers eligible employees a wide array of customizable benefits including health dental mental health vision short- and long-term disability life and AD&D insurance coverage adoption/surrogacy and wellness benefits and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays vacation personal and sick days and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S. please contact for more information about U.S.-specific paid time off provisions.
Required Experience:
Director
Employment Type
Full-Time
